Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

US Publications

Below is a list of our US Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep

Please use the filters on the right to search for a specific date or topic.

Weekly Monitor ian shepherdson (Chief Economist, Chairman and Founder) Gabriella Dickens Samuel Tombs

9 June 2025 US Monitor Mr. Trump is right; the labor market will need substantial Fed easing soon

  • Moderate payroll growth in May offers little reassurance, due to the re-emerging pattern of downward revisions.
  • Hiring intentions indicators point to payroll growth slowing to about 75K in Q3; federal job cuts will continue.
  • The trend of slowing payroll growth will be startling by the FOMC’s September meeting, compelling easing.
Samuel TombsUS

2 June 2025 US Monitor Weaker consumers' spending and higher core inflation lie ahead

  • Consumers’ spending is on track for respectable growth in Q2, but a sharper slowdown looms...
  • ...As tariff-induced prices increases push up core PCE inflation, weighing on real incomes.
  • Tariff-related distortions to the trade and inventories likely will artificially boost Q2 GDP growth.
Samuel TombsUS
  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters

Consistently Right
Access Key Enabled Navigation
Keywords for: U.S. Documents

U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,